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Goldman Sachs Exchanges

In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.

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Germany: a country at the crossroads

Germany: a country at the crossroads

Germany slipped into a technical recession earlier this year as the country struggles with a weaker manufacturing sector... Read more

8 Aug 2023

23mins

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Why the U.K.’s high inflation has global implications

Why the U.K.’s high inflation has global implications

More than any other advanced economy, the U.K. has been squeezed by sharply higher prices, but new data shows that infla... Read more

1 Aug 2023

25mins

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Man Group CEO Luke Ellis on hedge funds, quantitative strategies and lessons in leadership

Man Group CEO Luke Ellis on hedge funds, quantitative strategies and lessons in leadership

Since Luke Ellis took the helm as CEO of Man Group, a global active investment management firm with a significant hedge ... Read more

25 Jul 2023

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What’s next for China’s economy?

What’s next for China’s economy?

China's emergence from Covid lockdowns was expected to boost the global economy. But a string of disappointing data is g... Read more

21 Jul 2023

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Generative AI: hype, or truly transformative?

Generative AI: hype, or truly transformative?

Investor interest in generative AI technology has surged. But is the hype and market pricing around the technology warra... Read more

18 Jul 2023

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Why 'everything aligns' for Japanese stocks

Why 'everything aligns' for Japanese stocks

Goldman Sachs Research’s Bruce Kirk, chief Japan equity strategist, explains the drivers behind the rally in Japan’s equ... Read more

11 Jul 2023

16mins

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Why global equities are poised for “fat and flat” returns

Why global equities are poised for “fat and flat” returns

Global equity markets have performed relatively well in the first half of the year, but can this performance last? Goldm... Read more

3 Jul 2023

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What’s ahead for the U.S. economy?

What’s ahead for the U.S. economy?

The U.S. economy has shown signs of surprising resilience this year, despite concerns over inflation, recession and the ... Read more

28 Jun 2023

21mins

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GQG’s Rajiv Jain on bold moves, growth of capital and global markets

GQG’s Rajiv Jain on bold moves, growth of capital and global markets

Since GQG Partners’ Chairman and CIO Rajiv Jain co-founded the global boutique asset management firm in 2016, the compan... Read more

20 Jun 2023

23mins

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The Markets: What the Fed’s hawkish pause means for markets

The Markets: What the Fed’s hawkish pause means for markets

Breaking down the latest decisions from the Fed and the ECB, as well as how corporates are navigating the current econom... Read more

16 Jun 2023

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